Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Cali Davidson is a registered representative of Ameriprise Financial Services, LLC and an investment advisor representative with Ameriprise Financial Services, LLC. Carolina has been in the securities industry since 2022. Carolina holds a Series 66 license. Carolina's firm, Ameriprise Financial Services, LLC, is a large financial services company with $1 billion - $10 billion in assets under management. The firm has offices in Boone, Charlotte, and Minneapolis. Carolina's firm provides a range of financial services, including investment management, financial planning, and asset allocation. Carolina's primary focus is on serving individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
01/09/2025 - Present
Ameriprise Financial Services, LLC (Boone NC)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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